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Name Holding Trade Value Shares
Change
Change in
Stake
DLHL
901
Donald L. Hagan LLC
Florida
$50K +$55.9K +350 New
FNYS
902
First New York Securities
New York
$49.7K +$55.1K +345 New
CFA
903
Carroll Financial Associates
North Carolina
$48K
AF
904
Allworth Financial
California
$47K
CB
905
Community Bank
New York
$44K
RFS
906
Rockefeller Financial Services
New York
$44K
RWA
907
Ropes Wealth Advisors
Massachusetts
$43K
WA
908
Waverly Advisors
Alabama
$43K
HCC
909
Hirtle Callaghan & Co
Pennsylvania
$41K
WEC
910
Winslow Evans & Crocker
Massachusetts
$38.9K
TDC
911
Thompson Davis & Co
Virginia
$38K +$160 +1 +0.4%
BBHC
912
Brown Brothers Harriman & Co
New York
$36K -$79.8K -500 -67%
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$35.5K
DSC
914
Duncker Streett & Co
Missouri
$35K +$160 +1 +0.4%
KF
915
Krilogy Financial
Missouri
$34K +$37.2K +233 New
PMFA
916
Plante Moran Financial Advisors
Michigan
$32K -$479 -3 -1%
IMS
917
Index Management Solutions
Pennsylvania
$32K +$1.92K +12 +6%
GWS
918
Glassman Wealth Services
Virginia
$32K +$21.1K +132 +143%
1832 Asset Management
919
1832 Asset Management
Ontario, Canada
$30K -$2.39K -15 -7%
EFSCE
920
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$2.08K +13 +7%
BAM
921
Bruderman Asset Management
New York
$29K
FIG
922
Fusion Investment Group
Pennsylvania
$29K
GAM
923
Gemmer Asset Management
California
$29K
NC
924
NewSquare Capital
Pennsylvania
$29K
CHP
925
Cable Hill Partners
Oregon
$29K +$2.23K +14 +8%